RWB
QIG

RMR Wealth Builders’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

RMR Wealth Builders’s Portfolio QIG Stock Details QIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,550
Closed -$81K – 738
2021
Q1 		$81K Buy
+1,550
New +$83.3K 0.02% 300

Other funds holding QIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

RMR Wealth Builders's QIG Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q2 2021, closing a stake of 1,550 shares — an estimated $81K sold.

RMR Wealth Builders first reported a position in QIG in Q1 2021 and held it in 1 quarter. The position peaked at $81K in Q1 2021. 15 funds tracked by Wall St. Rank hold QIG as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,550 WisdomTree U.S. Corporate Bond Fund shares in Q2 2021, an estimated $81K.
  • RMR Wealth Builders first reported a position in WisdomTree U.S. Corporate Bond Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree U.S. Corporate Bond Fund position peaked at $81K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.